Japanese Investors Look to LatAm

Japanese Investors Look to LatAm

Asia

Japanese investors are increasing their interest in LatAm equity, says Citi in a note that follows a recent visit to Tokyo. Driving the trend is the affinity between Japan and LatAm, and growing links between the region and China, which Citi calls "a Japanese obsession." A spectacular 5-year gain in LatAm equities compared to the Japanese bourse is also attractive. "The Japanese worry that, once the commodity "supercycle" ends, Latin America will lapse back to its old bad macro ways. We reject t

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